Trusts & Foundations Officer Job at 360 Resourcing Solutions (Welwyn Garden City)

Accountant

This position performs day-to-day accounting and prepares interim and annual fin...

Location

United States , Cleveland

Salary:

Not provided

Engage Cleveland

Expiration Date

Until further notice

Requirements

Bachelor’s degree (or higher) in Accounting
2+ years of accounting experience
Experience with Microsoft Office applications, specifically Excel
Developed knowledge of Generally Accepted Accounting Principles (GAAP)
Ability to assemble, read, and interpret accounting reports, including proven experience reviewing accounting information and accurately determining and recording accounting adjustments as needed
Well-developed analytical and problem solving abilities
Able to organize work, engage in a variety of tasks simultaneously, and consistently meet deadlines
High degree of initiative and independent judgment
High attention to detail, follow-up, self-motivated, proactive and solution focused
Strong communication skills, oral and written

Job Responsibility

Performs day-to-day accounting and prepares interim and annual financial reports and tax returns for endowment funds, supporting foundations and trusts
Assists in the daily operation of the Accounting and Finance department
Prepares supporting workpapers that demonstrate analysis and related journal entries for various daily accounting activity
Prepares periodic financial reports for endowment funds, charitable trusts and supporting foundations, including reports for presentations to foundation trustees, or internal financials for inclusion in quarterly reports required by banks
Prepares schedules for year-end consolidation and footnotes for external audit, assists with tax preparation for Federation’s 990
Prepares tax returns for supporting foundations and charitable trusts
Prepares bank reconciliations and other account reconciliations as assigned
Other duties and special projects as assigned

Fulltime

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Investment/Portfolio Manager

We are looking for an experienced Investment/Portfolio Manager to join a boutiqu...

Location

United States , Lake Geneva

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5-10 years of experience managing equity portfolios for high-net-worth clients, with preference for additional experience
Bachelor’s degree in Finance, Economics, or a related field
advanced certifications are highly desirable
Strong expertise in investment management theory, financial principles, portfolio strategies, and market instruments
Thorough knowledge of laws and regulations pertaining to trust investments, estate taxation, and trust accounting
Exceptional communication skills, both written and verbal, with attention to detail
Proficiency in Microsoft Office suite, particularly Excel, along with familiarity with investment tools like Bloomberg and Morningstar
Ability to work independently and collaboratively in a team-focused environment
Strong analytical skills and a meticulous approach to managing sensitive financial relationships

Job Responsibility

Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals
Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships
Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees
Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations
Establish and maintain strong relationships with external investment managers, ensuring seamless coordination
Prepare detailed investment performance reports and present findings to clients and stakeholders
Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team
Ensure compliance with relevant regulations and tax laws governing trust investments and accounting
Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Accountant

The focus of this position will be on the delivery of financial services to a se...

Location

United States , Chicago

Salary:

100000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

CPA: Required
Years of Experience: 2-3 years
Type of Experience: Public Accounting - Tax
Preferably family office clients, individuals, trusts, or investment partnerships

Job Responsibility

Manage the personal accounting for a variety of the company’s clients, both individuals and trusts
Prepare journal entries and finalize personal financial statements on a monthly basis
Complete a quarterly reporting package with detailed financial analyses
Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation
Assume responsibility for the company’s cash management activities
Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients
Calculate quarterly estimated tax payments for individuals and trusts
Prepare annual extension estimates of taxable income from underlying investments
Participate in recurring calls with external service providers
Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Senior Program Officer

The Senior Program Officer will implement the regional funding programs serving ...

Location

Salary:

83150.00 - 126540.00 USD / Year

Wikimedia Foundation

Expiration Date

Until further notice

Requirements

Solid knowledge of trust-based philanthropy or community-based grantmaking
Experience in participatory decision-making structures
Experience in grantmaking, particularly in an international context
Experience in nonprofit capacity building as a funder, consultant, or nonprofit leader
Strong strategic and analytical skills and creative problem-solving ability
Excellent organizational skills and judgment
ability to prioritize work, manage time and multiple priorities, and meet deadlines
attention to detail and accuracy
the ability to set realistic goals and objectives
Proven ability that would translate to creating constructive partnerships with the Wikimedia community, stakeholders, and fund-seekers: skills in facilitating engaging, motivating, coordinating and supporting volunteer communities, and in negotiating the sometimes chaotic and contentious nature of free-thinking communities

Job Responsibility

Implement the Community Resources grantmaking strategy while taking into consideration community needs, opportunities, movement trends, and the regional geopolitical and cultural context
Analyze regional and global patterns to shape funding rationales and priorities
Design program activities with colleagues to achieve significant, scalable impact
Manage , implement and monitor the regional grant portfolio to ensure alignment with strategy, criteria, and impact goals
Lead annual grant planning: identify and support prospective and returning grantees, review proposals, co-develop funding rationales with the regional funding committee. This also includes conducting organizational assessments (financial and narrative) to inform funding rationales
Work collaboratively across Foundation teams to support implementation of funding program and team objectives
Represent the Foundation internally and externally as an ambassador for regional knowledge, priorities and insights
Build, onboard, and develop regional funding committees aligned with regional needs and opportunities to enable transparent decision-making as part of participatory grantmaking approaches
Set agendas for committee discussions (priorities, financial analysis, partner and regional insights) and facilitate inclusive funding deliberations
Provide context, analysis, and synthesis of committee feedback into funding recommendations and decisions

Fulltime

New

COO / Senior Executive Assistant

An entrepreneurial couple in their early 40s is seeking an exceptional Portugues...

Location

Portugal , Algarve

Salary:

100000.00 GBP / Year

Cora Partners

Expiration Date

Until further notice

Requirements

Proven experience as a COO, Senior EA, Chief of Staff or similar senior support role
Fluent Portuguese and English (essential)
Exceptionally organised, structured and consistent, with the confidence to push back when required
Calm, empathetic and trustworthy, with strong emotional intelligence
Comfortable managing a fast thinking, highly creative Principal
Able to bring discipline, clarity, and execution without stifling creativity
Commercially astute, with the ability to see the bigger picture
Long-term mindset, with a desire to grow alongside the family’s ventures
A high level of self-motivation and comfortable working remotely with regular international travel

Job Responsibility

Acting as a senior right-hand partner to the Principal, providing structure, accountability, and momentum
Managing priorities across daily, weekly and monthly timeframes, ensuring decisions are made and followed through
Preventing circular decision-making and driving clear yes/no outcomes
Providing a daily WhatsApp schedule outlining expectations, priorities and deadlines
Gatekeeping, organising and coordinating across multiple businesses and investments
Liaising with accountants, lawyers and advisors in both English and Portuguese
Identifying risks, gaps or missed details and proactively flagging them
Supporting the establishment of a family office and charitable foundation, with scope to recruit additional team members over time
Travelling to the Algarve approximately every 4-6 weeks to work face-to-face and map out the weeks ahead
Acting as a consistent, trusted and empathetic presence – firm when needed, supportive always

What we offer

Opportunity to take an equity stake in the business

Fulltime

New

Accountant

The focus of this position will be on the delivery of financial services to a se...

Location

United States , Chicago

Salary:

100000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

CPA: Required
Years of Experience: 2-3 years
Type of Experience: Public Accounting - Tax
Preferably family office clients, individuals, trusts, or investment partnerships.

Job Responsibility

Manage the personal accounting for a variety of the company’s clients, both individuals and trusts
Prepare journal entries and finalize personal financial statements on a monthly basis
Complete a quarterly reporting package with detailed financial analyses
Recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package within twelve months
Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation
Prepare federal and state tax filings and calculate the required minimum charitable distributions
Assume responsibility for the company’s cash management activities within six months
Initiate weekly cash transfers on behalf of our business entities and individual clients
Review individual investor accounts for liquidity limitations
Coordinate monthly income distributions to individual clients

What we offer

medical, vision, dental, life, and disability insurance

VP, Accounting & Reporting

Maintain financial oversight and books/records for assigned investments/entities...

Location

United States , Chicago

Salary:

200000.00 - 220000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in accounting or finance
CPA certification preferred
8 -12 years of relevant experience
Family office experience preferred
Experience in real estate, private equity, and nonprofit organizations preferred
Tax and Audit experience preferred
Demonstrated team player, self-starter, and independent thinker
Strong analytical and problem-solving abilities
Proven ability to work in a fast-paced environment with a high level of accuracy and attention to detail
Demonstrates the highest ethical and professional standards

Job Responsibility

Maintain financial oversight and books/records for assigned investments/entities, trusts, individuals, and/or foundations
Read, interpret, and apply concepts of various legal documents, including operating, partnership and private equity subscription agreements
Ability to interpret and manage complex ownership structures
Maintain preferred return calculations and co-investments for business unit deals
Review federal and state income tax returns for assigned entities
Use Excel and a strong attention to detail to create complex financial models and reports for Senior Management’s use in strategic decision-making process
Interact and work collaboratively with business units through all phases of an investment’s life cycle
Establish strong working relationships with third party attorneys, consultants and tax professionals
Handle and maintain confidential information
Supervise and mentor a team of accounting professionals

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan

Fulltime

Trusts & Foundations Officer

360 Resourcing Solutions

Location:
United Kingdom , Welwyn Garden City

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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